Help Center | Creating Customer Accounts | Help Center

Add new customers to your system with complete account information.

Adding a New Customer

Step 1: Open New Customer Form

Navigate to Customers

Click + New Customer button

Step 2: Enter Basic Information

| Field | Description | Required |

|-------|-------------|----------|

| Customer Name | Business or individual name | Yes |

| Account Type | Commercial, Residential, Government, etc. | Yes |

| Email | Primary contact email | Recommended |

| Phone | Primary contact number | Recommended |

Step 3: Add Billing Information

Billing address

Payment terms

Tax exempt status (if applicable)

Step 4: Save Customer

Click Create Customer to save the new account.

After Creation

Once saved, you can:

Add additional contacts

Create service locations

Generate quotes and invoices

Invite to Customer Portal

Add new customers to your system with complete account information.

Adding a New Customer

Step 1: Open New Customer Form

Navigate to Customers

Click + New Customer button

Step 2: Enter Basic Information

| Field | Description | Required |

|-------|-------------|----------|

| Customer Name | Business or individual name | Yes |

| Account Type | Commercial, Residential, Government, etc. | Yes |

| Email | Primary contact email | Recommended |

| Phone | Primary contact number | Recommended |

Step 3: Add Billing Information

Billing address

Payment terms

Tax exempt status (if applicable)

Step 4: Save Customer

Click Create Customer to save the new account.

After Creation

Once saved, you can:

Add additional contacts

Create service locations

Generate quotes and invoices

Invite to Customer Portal

For Your Customers

For Your Technicians

For Your Business

Creating Customer Accounts

For Your Customers

For Your Technicians

For Your Business

Creating Customer Accounts

Adding a New Customer

Step 1: Open New Customer Form

Step 2: Enter Basic Information

Step 3: Add Billing Information

Step 4: Save Customer

After Creation

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Adding a New Customer

Step 1: Open New Customer Form

Step 2: Enter Basic Information

Step 3: Add Billing Information

Step 4: Save Customer

After Creation

Was this article helpful?

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